Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
When markets get rocky, the urge to sell and wait it out can be hard to resist — but Matt Jude, CFP® and Rebalance Vice President of Wealth Management, warns that trying to time the market almost always backfires. At Rebalance, Matt helps clients stay disciplined by being available to talk through the uncertainty and reassess their financial plan with current market conditions in mind.
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
Rebalance Investment Committee Member, Charley Ellis sits down with PBS host Consuelo Mack and explains how index investing can lead to above average results.
Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.
Sue Herera of PBS Nightly Business Report interviews Scott Puritz of Rebalance about why the classic 60/40 formula for investing (stocks/bonds) no longer applies and is, in fact, actually dangerous for your savings.
PBS showcases Rebalance on the award-winning finance show Wealthtrack. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices.
Jay Vivian of the Rebalance Investment Committee and former IBM pension and retirement fund manager, on why IBM moved to index investing.
